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Frank Botta
With a reputation for transparency and honesty, I strive to do the right thing for each individual I serve.

Frank Botta, CFP®

Managing Director

Frank Botta, CFP®


617.654.2273

frank.botta@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Awards & Recognition1

About Frank

Frank Botta is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of the Botta McCarron Group, Frank offers comprehensive advisory services to high-net-worth individuals, C-suite executives and private equity/venture capital professionals, delivering tailored strategies across both sides of the balance sheet.

With a reputation for transparency and honesty, Frank strives to do the right thing for each individual that he serves. He takes a detailed and statistical approach to problem solving, and has an excellent grasp of the complex and intricate nuances that often accompany significant wealth. Clients turn to him for his in-depth financial guidance, tax-efficient orientation and risk mitigation techniques.

A graduate of New York University’s Stern School of Business, Frank earned a B.S. in Accounting and Finance. He also holds a Financial Planning Certification from Boston University and is an Accredited Wealth Management AdvisorSM.

Frank began his career in 1991 at Bear Stearns, J.P. Morgan’s predecessor firm, drawn to its entrepreneurial environment. He moved to Morgan Stanley in 2008 and spent almost 10 years honing his comprehensive capabilities. While there, he was recognized as a Family Wealth Director, delivering a depth of experience and breadth of knowledge in wealth planning and investment advice to the most affluent clients. In 2019, Frank was selected as one of the Top 400 Financial Advisers by the Financial Times. He was also recognized as a Forbes Best-In-State Wealth Advisor in 2019, 2020 and 2021.1

In 2017, he came back to J.P. Morgan for the freedom and flexibility of the firm’s robust platforms. Frank is a member of the Boston Estate Planners Council and works with a number of national and local charities.

CFP® and CERTIFIED FINANCIAL PLANNER® are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Accredited Wealth Management AdvisorSM is a federally registered service mark owned by the College for Financial Planning.

 

1. The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

 

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